Operations Specialist II

Edward Jones; Mississauga; On-site; CAD 55,000 - 75,000; Full time

Job summary

Edward Jones Canada is seeking an Operations Specialist II within the Canada Operations team. You will handle cheque deposits, wire transfers, mail and in-office processing, coordinating with branch offices and other departments to ensure accurate, compliant processing.

The role emphasizes attention to detail, strong Excel and data skills, and excellent customer service as you support colleagues and clients. This onsite role requires five days on site.

Qualifications

• Bachelor’s degree preferred, college diploma or equivalent combination of education and experience will be considered.
• Proven experience coordinating and processing mail and courier deliveries
• Strong Excel, data entry, and data analysis skill set
• Strong customer service and multitasking abilities
• Excellent written, verbal and phone communication skills
• Must be able to multi-task and follow-up appropriately to take issues to resolution.
• Onsite 5 days per week

Responsibilities

• Process cheque deposits/issuance, wire transfers, mail and other in-office processing as required.
• Maintain attention to detail while verifying documents are complete and accurate.
• Adhere to guidelines and ensure processing complies with regulations and current policies.
• Promote a positive, client-service oriented team environment.
• Provide information and support to associates and branch offices.
• Handle escalations and collaborate with subject matter experts or leaders.
• Identify process improvement opportunities and leverage resources to implement.
• Cross-train on other functions after core proficiency.

Skills

Attention to detail

Excel

Data entry

Data analysis

Customer service

Multitasking

Communication skills

Time management

Education

Bachelor's degree preferred

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Are you detail oriented with good organizational skills? Do you enjoy a processing atmosphere combined with a great degree of client service? If so, you may be an ideal candidate for the open position of Operations Specialist II within the Canada Operations team at Edward Jones. Responsibilities include processing cheque deposits/issuance, wire transfers, mail and other in office processing as required. If you enjoy working with branch offices and other departments and are continuously seeking to advance your career this may be an ideal move for you.

Key Responsibilities:

• High level of attention to detail while processing routine activities.
• Adhering to guidelines while verifying that documents are complete and accurate.
• Maintains performance standards and expectations while increasing contribution to department initiatives.
• May handle escalations. Those more complex in nature should be reviewed with subject matter expert or leader.
• Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies.
• Serve as subject matter expert to others, both within and outside of the area. Share knowledge, ideas and solutions. Ability to identify process improvement opportunities and leverage resources to implement.
• Ability to promote a positive, team environment with a focus on client service.
• Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office.
• Gain a high-level expertise on the processes we support through continued training.
• Work independently and as a team to meet department, division, and firm objectives.
• Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
• Handle escalated issues requiring in depth research, communication with other areas of the firm and/or outside contact and work directly with the branch on resolution.
• Expectation to cross-train on other functions once proficiency is established on core work.

• Bachelor’s degree preferred, college diploma or equivalent combination of education and experience will be considered.
• Proven experience coordinating and processing mail and courier deliveries
• Strong Excel, data entry, and data analysis skill set
• Strong customer service and multitasking abilities
• Excellent written, verbal and phone communication skills
• Strong decision-making skills
• Ability to accept and adjust to change
• Strong work ethic and desire to work and excel in the financial industry
• Organizational skill and time management skills
• Must be able to multi-task and follow-up appropriately to take issues to resolution.
• Must be able to demonstrate strong attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.
• Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information.
• Onsite 5 days per week

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.

Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.